SPGI icon

S&P Global
SPGI

Overview Fund Activity

1,492 hedge funds and large institutions have $87.3B invested in S&P Global in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 555 increasing their positions, 609 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
-57
Holders Change %
-3.68%
% of All Funds
25.8%
Holding in Top 10
59
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.27%
% of All Funds
1.02%
New
98
Increased
555
Reduced
609
Closed
131
Calls
$575M
Puts
$874M
Net Calls
-$298M
Net Calls Change
-$534M

Top Buyers

1
LP
Longview Partners
Guernsey
+$469M
2
FCM
Farallon Capital Management
California
+$119M
3
Amundi
Amundi
France
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
N
Natixis
France
+$105M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$620M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$568M
3
Capital International Investors
Capital International Investors
California
-$315M
4
BlackRock
BlackRock
New York
-$272M
5
Edgewood Management
Edgewood Management
Connecticut
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
826
Moody National Bank Trust Division
Texas
$1.12M -$30.8K -101 -3%
NFG
827
Nations Financial Group
Iowa
$1.12M +$11.9K +39 +1%
CP
828
CenterBook Partners
Connecticut
$1.11M +$37.6K +123 +4%
GIA
829
Guyasuta Investment Advisors
Pennsylvania
$1.1M -$4.58K -15 -0.4%
CAM
830
Congress Asset Management
Massachusetts
$1.09M -$17.1M -56,078 -94%
BEI
831
Benjamin Edwards Inc
Missouri
$1.08M -$3.36K -11 -0.3%
KF
832
Krilogy Financial
Missouri
$1.08M +$7.02K +23 +0.7%
SICM
833
Sustainable Insight Capital Management
New York
$1.07M -$439K -1,437 -29%
BWP
834
Baldwin Wealth Partners
Massachusetts
$1.07M -$15.3K -50 -1%
BS
835
Boenning & Scattergood
Pennsylvania
$1.07M +$1.07M +3,504 New
WC
836
Woodstock Corp
Massachusetts
$1.04M -$916 -3 -0.1%
LGF
837
LGT Group Foundation
Liechtenstein
$1.04M -$2.24M -7,338 -68%
WFA
838
Wipfli Financial Advisors
Wisconsin
$1.04M +$1.04M +3,408 New
RMDI
839
R.M. Davis Inc
Maine
$1.04M +$1.04M +3,393 New
BJL
840
Brighton Jones LLC
Washington
$1.03M +$31.4K +103 +3%
DAS
841
Dynamic Advisor Solutions
Arizona
$1.02M +$88.6K +290 +10%
QCG
842
Quadrant Capital Group
Ohio
$1.02M +$122K +398 +14%
BP
843
Ballentine Partners
Massachusetts
$1M +$256K +840 +34%
FMAEN1
844
Fund Management at Engine No 1
California
$1M -$70.2K -230 -7%
DL
845
DOHJ LLC
Washington
$997K +$98.9K +324 +11%
RVPG
846
Relative Value Partners Group
$997K +$997K +3,266 New
VWM
847
Venturi Wealth Management
Texas
$990K +$248K +811 +33%
MFGM
848
Marshall Financial Group (Maryland)
Maryland
$988K -$18.6K -61 -2%
MS
849
Maven Securities
Jersey
$980K +$38.2K +125 +4%
Balyasny Asset Management
850
Balyasny Asset Management
Illinois
$972K -$49.7M -162,728 -98%
32 33
34
35 36